ENT Consultant executing direct sales strategy within assigned territory for healthcare company. Proctoring trained physicians and maintaining records in CRM system while achieving sales goals.
About the role
- Vice President, Client Relationship Manager responsible for providing wealth management services at Lido Advisors. Collaborating with the Senior Wealth Manager to build client relationships and support investment strategies.
Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
- Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax-related documents, completing financial analyses, and creating presentation and proposal materials for meetings
- Coordinate the deployment of investments for new client allocations and portfolio rebalances
- Execute and reconcile trades as directed by the Senior Wealth Manager
- Address client cash management needs to ensure sufficient funds are available to meet investment requirements
- Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies
- Set prospective and existing client appointments for the Senior Wealth Manager
- Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system
- Prepare reports and materials for client reviews
- Travel for client meetings, as needed
Requirements
- Bachelor’s degree
- 5+ years of experience in the wealth management industry or related field
- 2+ years of experience in a client-facing capacity
- 2+ years of current and consecutive IAR registration
- Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
- The ideal candidate is a self-starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow up skills, and has superior communication skills. Excellent written and verbal communication is a must.
- Experience with Microsoft Excel
Benefits
- flexible work environment
- supports personal and professional growth
- embraces a culture of supporting each other, our communities, and our clients
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Key Account Manager driving revenue growth and strategic relationships in HVAC/R market for Littelfuse. Leading OEM collaborations and expanding product adoption in advanced automation and energy efficiency.
Key Account Manager responsible for sales and customer relationship management at CMA CGM in Houston. Managing territory plans and developing client relationships to exceed sales targets.
Account Manager leading customer service and client segmentation for a book of insurance business at HUB International. Focused on client retention, revenue growth, and effective communication.
Account Manager supporting clients' health and welfare programs at HUB International. Managing accounts and collaborating with internal teams in a hybrid work environment.
Employee Benefits Account Manager servicing and maintaining client accounts while supporting clients’ needs effectively. Working closely with colleagues and clients to ensure satisfaction and growth opportunities.
Account Coordinator managing Fashion Communications for Karla Otto, a global PR agency. Delivering media mailers and engaging press releases to support client objectives.
Manage senior partnerships for SaaS company generating over 25% revenue. Collaborate with BPOs and consulting firms, driving strategic growth and relationship management.
Join Progress as a German - speaking Inside Account Manager focusing on customer retention. Drive revenue growth across our INFRA product portfolio with strong sales strategies and teamwork.
Territory Manager managing small business sales for Hartford in the Los Angeles area. Building relationships with agents/producers and exceeding financial objectives in assigned territory.